+27.2%
B vs URA
-31.4%
+58.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -3.8% | -1.9% |
| 7D | +9.6% | -4.1% | +13.7% | +11.9% |
| 30D | +3.5% | -19.0% | +22.5% | +16.3% |
| 3M | -1.6% | -25.1% | +23.6% | +15.2% |
| 6M | -1.7% | -44.5% | +42.8% | +34.4% |
| YTD | -5.3% | -24.3% | +19.0% | +17.0% |
| 1Y | +27.2% | -28.1% | +55.3% | +59.7% |
| All | +27.2% | -31.4% | +58.6% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling